PWAM
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Private Wealth Asset Management’s Travelers Companies TRV Stock Holding History

Private Wealth Asset Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Sell
4,345
-414
-9% -$111K 0.15% 102
2025
Q1 		$1.26M Buy
+4,759
New +$1.26M 0.18% 92